EQD: Configuring Send From Email Overrides
The Send-From Email Overrides feature allows you to designate which user's email settings will be used when sending specific document types. Instead of emails being sent from the user who performs the action (or the Supervisor when sent by the Scheduler), you can configure documents to be sent from a shared department or designated user's email account, such as Accounting, Sales, or Shipping. Each supported document type can be configured independently, allowing different documents to be sent f
Tip: How the Global Send-From Override Is Used
After configuring the Send-From Email Override, the selected user's email settings will automatically be used when emailing the supported document types from their respective modules.
Examples include:
- A/R Receipt – Navigate to A/R > Receipts Editing, open a receipt, then select Program > Email Receipt to Client.
- Pay By Link Email – Navigate to A/R > Invoices, open the invoice, then select Send Pay By Link Email.
- Invoice – Navigate to O/E > Invoicing, then email the invoice.
- Warehouse Release – Navigate to O/E > Release Editing, open the release, then email the warehouse release.
- A/R Statements – Navigate to A/R > A/R Period End > Statement Processing > Statement Printing.
- Ship Notice Email – Navigate to O/E > Send Ship Notices, select the shipment, and send the notification.
In each of these cases, the email will be sent using the user selected in the Send-From Email Overrides configuration instead of the logged-in user's email settings.
Configure Send-From Email Overrides
1. Navigate to Q-Send > Q-Send Maintenance > Send-From Email Overrides.
This screen is used to configure the default sender for supported document types. Any document type configured here will use the selected user's email settings whenever that document is emailed.
2. - Click Add.
-
From the When emailing this document type drop-down list, select the document type you want to configure.
Available document types include:
- A/R Receipt
- Pay By Link Email
- Invoice / Consolidated Invoice / Summary Bill
- A/R Statements
- Warehouse Release
-
Ship Notice Email
Each document type can be assigned a different send-from user.
-
From the Use the email settings from this user drop-down list, select the user whose email settings should be used when sending the selected document.
The list displays all users configured within Quantum. Many companies choose a shared user account, such as Accounting, Sales, or Shipping, so customer emails are consistently sent from the appropriate department rather than an individual employee.
- Click Save, then Exit.
3. Example: In this example, the emails were sent by Paula Leon; however, because Sharolyn Shimer was selected as the global send-from user, all emails appear to have been sent from Sharolyn Shimer.
Configuring a Consultant Send-From Email Override
Tip: A Consultant Send-From Email provides a more specific level of control than the global Send-From Email Override.
While the global configuration establishes the default sender for all users, the Consultant setting allows an individual consultant to use a different send-from user. When configured, the Consultant Send-From Email takes precedence and overrides the global Send-From Email Override for customers assigned to that consultant.
This is useful when a specific consultant or department requires customer communications to be sent from a different email address than the company-wide default.
4. - Navigate to A/R > A/R File Maintenance > Client Maintenance.
- Select the desired customer.
- Open the CNS tab.
- Click the Edit Consultant (pencil) button.
- In the Edit Consultant window, locate the Send-From Email field near the bottom.
- Click "Add"
5. - From the When emailing this document type drop-down list, select the document type you want to configure.
Available document types include:
- A/R Receipt
- Pay By Link Email
- Invoice / Consolidated Invoice / Summary Bill
- A/R Statements
- Warehouse Release
- Ship Notice Email
Each document type can be assigned a different send-from user.
-
From the Use the email settings from this user drop-down list, select the user whose email settings should be used when sending the selected document.
The list displays all users configured within Quantum. Many companies choose a shared user account, such as Accounting, Sales, or Shipping, so customer emails are consistently sent from the appropriate department rather than an individual employee.
- Click Save, then Exit.
6. Example: In this example, the emails were sent by Paula Leon. However, because Harold was selected as the consultant-level Send-From Email override, all emails appear to have been sent from Harold. The consultant-level setting overrides the global send-from setting configured in Q-Send.
